Carolinas Wealth Consulting’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,495
| Closed | -$891K | – | 987 |
|
|
2025
Q1 | $891K | Sell |
7,495
-21
| -0.3% | -$2.5K | 0.19% | 67 |
|
|
2024
Q4 | $808K | Sell |
7,516
-23
| -0.3% | -$2.47K | 0.16% | 73 |
|
|
2024
Q3 | $884K | Sell |
7,539
-665
| -8% | -$77.9K | 0.16% | 74 |
|
|
2024
Q2 | $944K | Buy |
8,204
+3,415
| +71% | +$393K | 0.18% | 67 |
|
|
2024
Q1 | $557K | Buy |
4,789
+871
| +22% | +$101K | 0.11% | 93 |
|
|
2023
Q4 | $282K | Sell |
3,918
-83
| -2% | -$5.98K | 0.06% | 129 |
|
|
2023
Q3 | $308K | Sell |
4,001
-573
| -13% | -$44K | 0.08% | 112 |
|
|
2023
Q2 | $373K | Sell |
4,574
-42
| -0.9% | -$3.43K | 0.07% | 122 |
|
|
2023
Q1 | $386K | Buy |
4,616
+22
| +0.5% | +$1.84K | 0.08% | 119 |
|
|
2022
Q4 | $386K | Buy |
4,594
+1,124
| +32% | +$94.4K | 0.09% | 117 |
|
|
2022
Q3 | $208K | Buy |
3,470
+1,021
| +42% | +$61.2K | 0.05% | 152 |
|
|
2022
Q2 | $210K | Sell |
2,449
-56
| -2% | -$4.8K | 0.05% | 155 |
|
|
2022
Q1 | $207K | Buy |
2,505
+14
| +0.6% | +$1.16K | 0.05% | 164 |
|
|
2021
Q4 | $152K | Buy |
2,491
+277
| +13% | +$16.9K | 0.03% | 215 |
|
|
2021
Q3 | $130K | Sell |
2,214
-201
| -8% | -$11.8K | 0.03% | 211 |
|
|
2021
Q2 | $152K | Sell |
2,415
-818
| -25% | -$51.5K | 0.03% | 207 |
|
|
2021
Q1 | $181K | Sell |
3,233
-145
| -4% | -$8.12K | 0.04% | 176 |
|
|
2020
Q4 | $139K | Buy |
3,378
+7
| +0.2% | +$288 | 0.04% | 194 |
|
|
2020
Q3 | $116K | Sell |
3,371
-1,162
| -26% | -$40K | 0.04% | 179 |
|
|
2020
Q2 | $203K | Buy |
+4,533
| New | +$203K | 0.08% | 104 |
|